+299.6%
ASX vs CSGP
-58.5%
+358.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.6% | -19.1% | -20.9% |
| 7D | -33.3% | +13.9% | -47.2% | -32.2% |
| 30D | -36.5% | +16.0% | -52.5% | -35.7% |
| 3M | -19.2% | +6.1% | -25.3% | -18.5% |
| 6M | -10.2% | -8.2% | -2.1% | -8.1% |
| YTD | +86.5% | -52.3% | +138.8% | +114.6% |
| 1Y | +89.6% | -54.5% | +144.1% | +120.6% |
| All | +299.6% | -58.5% | +358.1% | +344.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling